See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,085 | $176,662+64.8% | $130,648+122.8% | $152,861+90.4% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.4%-32.4pp |
| Annual return | 169.36% | 2692.24%-2522.9pp | 1708.96%-1539.6pp | 345.32%-176.0pp |
| Employer contribution / active EE | $1,162 | $5,742-79.8% | $4,092-71.6% | $4,762-75.6% |
| Participant deferral / active EE | $12,648 | $4,361+190.0% | $3,603+251.1% | $5,850+116.2% |
| Admin fee / account holder | $265,897 | $7,133+3627.8% | $5,464+4765.9% | $11,596+2192.9% |